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Investment Manager Style Analysis — What 401k Plan Sponsors Need To Know

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mutual fund style analysis

Investment Manager Style Analysis – what is it?  Here’s a clear explanation of  style analysis and the two reasons why investment manager style is critically important to 401k plan sponsors. Our Investment Due Diligence process places an important emphasis on an investment manager’s style, employing a technique called “quadratic optimization.” Quadratic Optimization” is a big [...]

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